Economist Dixon Says Investors Should 'Certainly' Be Moving Out of U.S.

The transcript discusses the current state of equity markets, highlighting concerns about overvaluation based on historical EPS levels. It suggests a need for market consolidation and potential price declines to realign with fundamentals. The discussion also covers the volatility of U.S. equity markets compared to emerging markets and the implications for investment strategies, noting recent trends in the VIX and improved risk pricing by investors.

What is the speaker's perspective on moving investments from U.S. markets to emerging markets?

How has the VIX behaved over the past 12 months according to the speaker?